Nearly every sales, marketing, or promotion idea in banking today is influenced by emerging technologies and regulatory compliance. This places specific demands on how advertising, promotions, and relationship development activities are deployed by financial institutions. 

Unifying sales, marketing, technology, and compliance requires collaboration. So, what are highly effective banks doing to unify their professional resources? The most creative and effective sales and marketing solutions will come from teams that develop an enterprise-wide process to develop and execute promotions, campaigns, and corporate communications.

Examine banking industry examples of how community banks are optimizing their sales and marketing practices by collaborating with project partners in operations, information technology and compliance.

Learning Objectives:

• Determine what banks are doing to unify their professional resources

• Learn how to optimize sales and marketing practices by collaborating with operations, IT and compliance.
  

Recorded June 15, 2023.